Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,581 | $98,766-49.8% | $149,730-66.9% | $79,852-37.9% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.5%-8.5pp | 69.6%+4.4pp |
| Annual return | 10.43% | 27.43%-17.0pp | 276.70%-266.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,333 | $3,217-58.6% | $4,645-71.3% | $2,471-46.1% |
| Participant deferral / active EE | $2,780 | $5,681-51.1% | $6,843-59.4% | $3,740-25.7% |
| Admin fee / account holder | $8,111 | $6,052+34.0% | $9,310-12.9% | $5,306+52.9% |